David Neuhauser of hedge fund Livermore Partners discusses the fund’s performance for the first quarter of 2022. 2022 has started off shaky with massive headwinds. We have war in Europe with a major superpower and shortages in many key supplies (ag, oil, materials) required for even basic needs. This is shaping up to be one of the most difficult periods in the world today and yet capital markets were acting fairly calm. Until now.. Q1 2022 hedge fund letters, conferences and more Much had to do with the perceived earnings power of corporate America and the strength of the consumer. Coming off …